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Lsb Industries (LXU)
NYSE:LXU
LXU Stock Chart & Stats
$14.92
-$0.19(-2.42%)
At close: 4:00 PM EST
$14.92
-$0.19(-2.42%)
Day’s Range― - ―
52-Week Range$4.88 - $15.66
Previous CloseN/A
Volume76.43K
Average Volume (3M)373.18K
Market Cap
$1.07B
Enterprise Value$1.54B
Total Cash (Recent Filing)$148.47M
Total Debt (Recent Filing)$489.41M
Price to Earnings (P/E)25.0
Beta1.12
Next Earnings
May 05, 2026EPS Estimate
0.13Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.22
Shares Outstanding71,846,840
10 Day Avg. Volume411,777
30 Day Avg. Volume373,176
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)1.18
Price to Sales (P/S)1.00
P/FCF Ratio34.07
Enterprise Value/Market Cap1.44
Enterprise Value/Revenue2.51
Enterprise Value/Gross Profit14.80
Enterprise Value/Ebitda10.63
Forecast
1Y Price Target
$12.58Price Target Upside-15.68% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)0.36
Revenue Forecast (FY)$597.57M
Bulls Say, Bears Say
Bulls Say
Stronger Balance SheetA materially stronger balance sheet and very low net leverage provide durable financial flexibility to fund reliability CapEx, service debt, and pursue CCS and logistical investments. This reduces insolvency risk during cycles and supports multi-year execution of efficiency projects and buybacks.
Sustained Operational ImprovementsImproved plant reliability and throughput are structural drivers of margin sustainability: higher utilization raises fixed-cost absorption and enables the company to capture favorable pricing and mix. Sustained reliability reduces outage risk and supports steadier EBITDA across cycles.
Clear Value-Creation Roadmap (CCS & Efficiency)A quantified roadmap—efficiency gains plus CCS—creates a multi-year earnings-improvement pathway. The CCS project diversifies product capabilities toward low-carbon markets and promises recurring EBITDA uplift, strengthening structural growth and resilience versus commodity-only peers.
Bears Say
Natural Gas Cost VolatilityNatural gas is the primary feedstock and energy input for ammonia. Large swings in gas prices directly compress margins and can flip profitability quickly. This structural input-price exposure makes earnings and FCF volatile across seasons and weather-driven disruptions.
Planned Turnarounds Reduce 2026 OutputMulti-site turnarounds materially reduce near-term volumes and cash generation; while necessary for reliability, they create predictable production declines and revenue pressure across the year. Repeated large outages can undermine consistent margin capture and contractual supply commitments.
Volatile Free Cash Flow And Cash ConversionInconsistent FCF and swings in cash conversion weaken the firm's ability to fund growth, debt reduction, and shareholder returns through cycles. Reliance on favorable pricing to generate surplus cash increases fragility if pricing or working-capital timing shifts unfavorably.
Lsb Industries News
LXU FAQ
What was Lsb Industries’s price range in the past 12 months?
Lsb Industries lowest stock price was $4.88 and its highest was $15.66 in the past 12 months.
What is Lsb Industries’s market cap?
Lsb Industries’s market cap is $1.07B.
When is Lsb Industries’s upcoming earnings report date?
Lsb Industries’s upcoming earnings report date is May 05, 2026 which is in 52 days.
How were Lsb Industries’s earnings last quarter?
Lsb Industries released its earnings results on Feb 26, 2026. The company reported $0.22 earnings per share for the quarter, beating the consensus estimate of $0.148 by $0.072.
Is Lsb Industries overvalued?
According to Wall Street analysts Lsb Industries’s price is currently Overvalued.
Does Lsb Industries pay dividends?
Lsb Industries does not currently pay dividends.
What is Lsb Industries’s EPS estimate?
Lsb Industries’s EPS estimate is 0.13.
How many shares outstanding does Lsb Industries have?
Lsb Industries has 71,846,840 shares outstanding.
What happened to Lsb Industries’s price movement after its last earnings report?
Lsb Industries reported an EPS of $0.22 in its last earnings report, beating expectations of $0.148. Following the earnings report the stock price went up 0.693%.
Which hedge fund is a major shareholder of Lsb Industries?
Currently, no hedge funds are holding shares in LXU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Lsb Industries Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$12.58 (-15.68% Downside)
$12.58 (-15.68% Downside)
Hedge Fund Trend
Decreased
By 290.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $15.5K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 4.6%
Last 30 Days ▲ 6.2%
Last 30 Days ▲ 6.2%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-7.28%
12-Months-Change
Fundamentals
Return on Equity
-0.13%
Trailing 12-Months
Asset Growth
-5.13%
Trailing 12-Months
Company Description
Lsb Industries
LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products. The company provides nitrogen-based fertilizers, such as ammonia, fertilizer grade ammonium nitrate (HDAN), and urea ammonia nitrate for fertilizer and fertilizer blends for corn and other crops, and NPK fertilizer blends applications. It also offers high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, and diesel exhaust fluids, as well as concentrated, and blended and regular nitric acids for various applications, including semi-conductor and polyurethane intermediates; pulp and paper, alum, water treatment, metals, and vanadium processing; power plant emissions abatement, water treatment, refrigerants, and metals processing; exhaust stream additive, and horticulture/greenhouse applications; and refrigeration. In addition, the company provides industrial grade ammonium nitrate, ammonium nitrate, and HDAN solutions for ammonium nitrate fuel oil and specialty emulsions for mining, surface mining, quarries, and construction applications. It sells its products through distributors, as well as directly to end customers in the United States, Mexico, and Canada. The company serves to the agricultural, industrial, and mining markets. LSB Industries, Inc. was founded in 1968 and is headquartered in Oklahoma City, Oklahoma.
LXU Company Deck
LXU Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasizes strong operational momentum and significant financial improvements (record downstream production, robust pricing, adjusted EBITDA +25% year-over-year and Q4 EBITDA +42% year-over-year), solid liquidity and a clear plan to capture additional EBITDA through reliability, efficiency and CCS. Near-term headwinds include planned turnarounds that will reduce 2026 volumes, elevated near-term natural gas and contractor costs, and working capital timing that depressed free cash flow. Management provided detailed mitigation plans (turnaround scheduling, targeted CapEx, expected cost declines later in 2026) and remains confident in the pathway to achieve higher production and ~$50 million of additional annual EBITDA, while CCS progress and balance-sheet actions strengthen the long-term outlook.View all LXU earnings summariesLXU Stock 12 Month Forecast
Average Price Target
$12.58
▼(-15.68% Downside)
Technical Analysis
Ownership Overview
4.19% Insiders
12.19% Mutual Funds
21.05% Other Institutional Investors
47.10% Public Companies and
Individual Investors